1078 results found
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2 votes
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Cross-site tracking
Allow integrations (Hubspot in particular) work without enabling cross-site tracking.
2 votes -
Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
Document forwarding
CRM integration (SFDC) allows documents that are forwarded to a new recipient will automatically add the contact to the SFDC record
2 votes -
Bind PD documents to be seen on the Microsoft Dynamics 365 forms
Bind existing PandaDoc documents to Dynamics 365 entities to be able to see them on D365 forms.
3 votes -
add product Tax on the Deal Products in pipedrive
ability to add product Tax on the Deal Products level in PD template
4 votes -
3 votes
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Dynamic fields when pulled from Salesforce
Dynamic fields or Product variation in PandaDoc pricing table when pulled from Salesforce Opportunity.
7 votes -
7 votes
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2-way synchronization with Copper
2-way synchronization with Copper. Is it possible to have PandaDoc document return the value to COPPER? To the deal value in the CRM...?
5 votes -
Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
7 votes -
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
3 votes -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes -
7 votes
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update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
update and lock opportunity stage after doc is signed so it doesn't get edited when doc is viewed again
3 votes -
Support discount in amount in Hubspot (EV2)
Support discount in amount in Hubspot (EV2). Currently, It is calculated this way at the moment: Price x Quantity - Discount = Total. However, the total should be calculated in the following way: (Price - Discount) x Quantity = Total. More information in this ticket: https://pandadoc.zendesk.com/agent/tickets/108269
4 votes -
5 votes
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Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes -
Copper
Native integration with Copper
4 votes
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